Today I want to speak about an investment theme I have been thinking about lately. The Obama stimulus plan is all over the news. The key word being ‘Infrastructure’. Here are a few links related to the topic:
US map of infrastructure needs
America’s infrastructure
American Recovery & Reinvestment Bill
The stocks I am closely monitoring are:
CX – Cemex
GVA – Granite Construction
INSU – Insituform Technologies
IFAM – Infrastructure Materials
IFAM is the most speculative one. The CEO is the former CEO of Anglo Minerals a successful potash company I have traded in the past. You can follow the stocks checking my sector overview charts on my public list.
Related posts:
- IFN – India Fund – BRIC Investment Theme
- China Agriculture And Food Investment Theme – SEED, FEED, HOGS, CAGC, CGA, YONG, GRO
- Scott Plous ‘The Psychology Of Judgment And Decision Making’ – Investment Traps: ‘Sunk Cost Effect’
- KIV.V Kivalliq Energy – Ross Beaty Uranium Stock Investment
- BSK.V – Blue Sky Uranium: Ross Beaty Lumina Capital Investment Building Pressure
{ 1 trackback }
Comments on this entry are closed.